Pin Oak Investment Advisors Inc Reduced Holdings in Q3 2025

Pin Oak Investment Advisors Inc

  • $125 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.3K
- 94.25%
$62.09 - $66.51 $823K - $881K
809 $52K
Siriusxm Hldgs Inc
-4.68K
- 14.32%
N/A
28K $0
EPD
Enterprise Products Partners L.P.

Energy
-9.29K
- 6.25%
$30.74 - $32.14 $285K - $298K
139K $4.36M
XOM
Exxon Mobil Corp

Energy
-3.32K
- 8.34%
$105.83 - $117.22 $351K - $389K
36.5K $4.12M
Liberty Live Group
-1.25K
- 19.74%
N/A
5.09K $0
EOG
Eog Resources Inc

Energy
-300
- 1.29%
$112.12 - $126.1 $33.6K - $37.8K
22.9K $2.56M
AR
Antero Resources Corp

Energy
-4.65K
- 14.72%
$29.87 - $37.66 $139K - $175K
27K $904K
VZ
Verizon Communications Inc

Communication Services
-6.96K
- 77.27%
$40.84 - $45.06 $284K - $313K
2.05K $89K
DVN
Devon Energy Corp

Energy
-4.82K
- 43.97%
$31.75 - $36.99 $153K - $178K
6.15K $215K
Liberty Media Corp
-16
- 0.57%
N/A
2.81K $0
CVX
Chevron Corp

Energy
-100
- 0.8%
$145.57 - $161.83 $14.6K - $16.2K
12.4K $1.93M
NKE
Nike, Inc.

Consumer Cyclical
-1.86K
- 82.79%
$69.24 - $79.24 $129K - $147K
386 $26K
UNH
Unitedhealth Group Inc

Healthcare
-90
- 26.32%
$237.77 - $353.61 $21.4K - $31.8K
252 $87K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-155
- 86.11%
$404.94 - $499.99 $62.8K - $77.5K
25 $12K
ABT
Abbott Laboratories

Healthcare
-507
- 16.05%
$120.51 - $136.62 $61.1K - $69.3K
2.65K $355K
PFE
Pfizer Inc

Healthcare
-2.37K
- 8.97%
$23.29 - $25.88 $55.1K - $61.2K
24K $611K
OXY
Occidental Petroleum Corp

Energy
-697
- 6.42%
$42.54 - $48.1 $29.7K - $33.5K
10.2K $480K
SYK
Stryker Corp

Healthcare
-112
- 36.13%
$368.57 - $403.53 $41.3K - $45.2K
198 $73K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-2.48K
- 79.53%
$14.8 - $15.15 $36.7K - $37.6K
639 $9K
IT
Gartner Inc

Technology
-61
- 52.59%
$225.98 - $406.7 $13.8K - $24.8K
55 $14K
WMB
Williams Companies, Inc.

Energy
-603
- 57.54%
$56.52 - $64.01 $34.1K - $38.6K
445 $28K
BHP
Bhp Group LTD

Basic Materials
-700
- 69.31%
$48.67 - $56.22 $34.1K - $39.4K
310 $17K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-750
- 32.94%
$53.81 - $57.52 $40.4K - $43.1K
1.53K $87K
V
Visa Inc.

Financial Services
-69
- 9.36%
$332.09 - $358.86 $22.9K - $24.8K
668 $228K
ADBE
Adobe Inc.

Technology
-49
- 15.31%
$333.65 - $392.1 $16.3K - $19.2K
271 $95K
RIO
Rio Tinto PLC

Basic Materials
-571
- 30.05%
$57.66 - $66.01 $32.9K - $37.7K
1.33K $87K
COF
Capital One Financial Corp

Financial Services
-178
- 44.95%
$207.29 - $229.74 $36.9K - $40.9K
218 $46K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-2.71K
- 2.99%
$5.79 - $5.98 $15.7K - $16.2K
87.9K $509K
ABNB
Airbnb, Inc.

Consumer Cyclical
-201
- 39.33%
$118.3 - $142.16 $23.8K - $28.6K
310 $37K
AMT
American Tower Corp

Real Estate
-48
- 8.21%
$192.32 - $232.35 $9.23K - $11.2K
537 $103K
WDAY
Workday, Inc.

Technology
-104
- 43.88%
$213.69 - $247.69 $22.2K - $25.8K
133 $32K
KO
Coca Cola CO

Consumer Defensive
-71
- 2.34%
$65.67 - $71.67 $4.66K - $5.09K
2.96K $196K
DMLP
Dorchester Minerals, L.P.

Energy
-450
- 31.03%
$24.12 - $27.96 $10.9K - $12.6K
1K $25K
Annaly Capital Mgmt Reit
-850
- 95.4%
N/A
41 $0
OGE
Oge Energy Corp.

Utilities
-382
- 15.89%
$43.46 - $46.27 $16.6K - $17.7K
2.02K $93K
ICE
Intercontinental Exchange, Inc.

Financial Services
-85
- 12.41%
$167.28 - $188.45 $14.2K - $16K
600 $101K
AMGN
Amgen Inc

Healthcare
-20
- 6.39%
$271.18 - $309.22 $5.42K - $6.18K
293 $82K
ALC
Alcon Inc

Healthcare
-54
- 9.98%
$73.24 - $92.22 $3.95K - $4.98K
487 $36K
AMP
Ameriprise Financial Inc

Financial Services
-42
- 5.33%
$486.13 - $544.55 $20.4K - $22.9K
746 $366K
BP
Bp PLC

Energy
-531
- 8.47%
$30.25 - $35.69 $16.1K - $19K
5.74K $197K
CCI
Crown Castle International Corp

Real Estate
-29
- 2.0%
$92.96 - $113.91 $2.7K - $3.3K
1.42K $136K
QCOM
Qualcomm Inc

Technology
-137
- 19.46%
$145.84 - $173.55 $20K - $23.8K
567 $94K
MMM
3 M CO

Industrials
-100
- 19.53%
$144.41 - $160.2 $14.4K - $16K
412 $63K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 18.52%
$433.66 - $544.47 $6.5K - $8.17K
66 $29K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-211
- 18.99%
$48.5 - $50.19 $10.2K - $10.6K
900 $45K
CTRA
Coterra Energy Inc.

Energy
-175
- 16.2%
$23.09 - $25.45 $4.04K - $4.45K
905 $21K
MFC
Manulife Financial Corp

Financial Services
-292
- 29.86%
$29.9 - $32.34 $8.73K - $9.44K
686 $21K
MA
Mastercard Inc

Financial Services
-28
- 7.98%
$550.18 - $598.96 $15.4K - $16.8K
323 $183K
HLN
Haleon PLC

Healthcare
-609
- 20.37%
$8.72 - $10.35 $5.31K - $6.3K
2.38K $21K
Activity Summary
Buys All Purchases 143 New Holdings 62 Increased Positions 81 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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